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Connect Xero to any MCP client in minutes
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Ask in chat for overdue invoices, month-end P&L, cached report follow-ups, bank reconciliation, invoice attachments, payroll summaries, and supplier updates — scoped to one Xero organisation.
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https://mcp.mcpbundles.com/bundle/xeroThis server may ask you to sign in when your AI client connects.
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Browse all toolsBuilt for
Bookkeepers, Finance Operations, Founder Finance, Hospitality Operators
Collections before month-end
Turns receivables into a collections queue without exporting aging reports.
List authorised sales invoices with outstanding balances in Xero, group by customer, and highlight who needs follow-up first.
Close the month in one thread
Combines standard reports into an operator-readable finance brief.
Run profit and loss, balance sheet, and aged receivables for the latest closed month in Xero and summarise the biggest movements.
Report follow-ups from cache
Narrows a cached report without another Xero Reports fetch.
Using the P&L you already pulled for last month, hide zero rows and show only the expense sections with the largest movements.
Attach the signed contract
Lists, downloads, and uploads document attachments from chat via Desktop.
Upload the signed venue contract PDF to the draft invoice for Harbor Ranch Events in Xero.
What is Xero MCP?
It is a MCPBundles connection that lets AI agents read and update your Xero organisation — contacts, invoices, payments, bank activity, journals, payroll, attachments, files, and financial reports — from chat after you connect your Xero account.
What Xero work can I do from chat?
Typical workflows include chasing overdue receivables, preparing month-end reports, reconciling bank lines, updating customers and suppliers, raising invoices or credit notes, listing and uploading attachments, and reviewing payroll runs — all scoped to the connected organisation.
How do cached financial reports work?
The first fetch for a report name and date range is stored on the connection. Follow-up questions can compact rows, cap line count, or filter sections on that stored payload without calling Xero again. Request a fresh pull only when someone needs numbers recomputed after late changes.
Related editorial
Xero Accounting Workflows with AI
Chase overdue invoices, run month-end reports with cached follow-ups, reconcile bank lines, upload invoice attachments, and clean up suppliers from chat — scoped to one Xero organisation per connection.
Domain knowledge for Xero — workflow patterns, data models, and gotchas for your AI agent.
Every call is scoped to one Xero organisation. The active organisation tenant is bound on the connection and sent automatically on each request.
Omit id to page a collection (page, optional where, optional order). Pass id to fetch one row.
All write tools use the upsert pattern:
Xero accepts create and update through the same POST collection endpoint; updates must include the resource id inside the payload.
Draft invoices, quotes, and credit notes accept field edits only while Status is DRAFT. Use xero_update_document_status to submit, authorise, void, or delete without editing line items. When updating draft documents, omit LineItems to preserve existing lines or include the full set — partial line-item lists replace the document lines.
After connect, MCPBundles caches account codes, contact names, tax types, bank-account availability, and Xero deeplink base URLs on the credential. Responses may include an org_scope envelope with cache age. Pass refresh_org_scope=true on xero_get_report after chart-of-accounts or contact changes.
Use xero_get_report with a report name such as ProfitAndLoss, BalanceSheet, TrialBalance, AgedReceivablesByContact, or AgedPayablesByContact, plus date parameters when required.
Report responses are snapshot-cached per credential for the same upstream parameters. Reuse compact, max_rows, and section_contains to narrow the presentation locally without another Xero call. Use refresh=true only when the user explicitly wants a fresh upstream fetch. xero_list_snapshots shows stored report snapshots for the connection.
The Xero dashboard opens with xero_open_app or on the first panel-driving tool call. Single invoice, quote, and credit-note reads render a document card; financial reports render a table view in the same panel.
When a user connects more than one Xero organisation, each organisation should be a separate connection. Use the connections listing tool to see authorised tenants and names.
Start here
Showing 70 of 70
Showing 70 of 70 tools from the public preview. Connect the server to inspect the full live tool list.
Xero Delete Accounts
xero_delete_accountsDelete, void, or archive a Xero account by id. Draft rows are marked DELETED; authorised invoices, credit notes, and bank transactions are voided when required by Xero.
Open in StudioShowing the first 25 tools — full list and schemas: Directory API.
It is a MCPBundles connection that lets AI agents read and update your Xero organisation — contacts, invoices, payments, bank activity, journals, payroll, attachments, files, and financial reports — from chat after you connect your Xero account.
Typical workflows include chasing overdue receivables, preparing month-end reports, reconciling bank lines, updating customers and suppliers, raising invoices or credit notes, listing and uploading attachments, and reviewing payroll runs — all scoped to the connected organisation.
The first fetch for a report name and date range is stored on the connection. Follow-up questions can compact rows, cap line count, or filter sections on that stored payload without calling Xero again. Request a fresh pull only when someone needs numbers recomputed after late changes.
Yes. Agents can list attachments on invoices and related documents, download files for review, and upload PDFs or images from your machine through MCPBundles Desktop. Large files use spillover download links instead of inline chat payloads.
Each connection targets one Xero organisation. If you manage several entities, connect each organisation separately so data never crosses tenants.
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/xero. Authentication is handled automatically.
Xero provides 70 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
Xero uses One-click sign in. Xero requires credentials. Connect via MCPBundles and authentication is handled automatically.
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